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7 Phases of a Successful Concur Implementation Project – Part 4: Testing

Table of Contents

After the successful configuration and realization of all our customer’s requirements, we can finally present Cayos AG with their new Concur System. Of course, we are all excited about the first test billing and feedback about the finished system. Welcome to the test phase!

Initially, the test phase is about the presenting and handing over the system to the customer. This phase is characterized by the system walkthrough and testing by the customer itself of the process sequences in the system with test users. They can get to grips with it here for the first time!

System Walkthrough

After the customer-specific configuration of the system, a date is agreed with Cayos AG for the so-called “System Walkthrough” with all project members. We present their newly configured system to them at this meeting. Together, we go through the entire travel costs billing process in the system, step by step, from creation to approval and accounting. Particular attention is paid to the special features and to customer-specific configurations and how they are represented.

The customers can ask questions at any time, which we then answer and solve together. Approval of the travel costs settlements is also explained and any confused cleared up.

Following the system walkthrough, Cayos AG receives test user access to the system, which contains each required role as separate access.


In addition to the test user pack, Cayos AG also receives a test guide. This guide serves as instructions for the test and among other things lists the customer-specific subjects. The customer therefore receives an overview of the relevant subjects to be tested and can give feedback about whether everything works are desired.

Figure 1: Test guide checklist

Among other things, for example, whether all the desired fields and field values are available are tested, as well as whether the approval process follows the right sequence and arrives with the corresponding approver.

Conscientious and extensive testing of the new system is very important so that by the end of the test phase we have a well-functioning system that corresponds to the travel guidelines. After receiving the test user pack and the test, the initial test phase starts for the customer.

Test phase

The test guide forms the basis for testing, it serves as an orientation aid for the aspects being tested. If, during testing, the customer discovers something that does not work as desired, this is noted in the test guide and collectively returned to us. We then analyze the test feedback and, if necessary, make changes to the configuration and upload the corrections to the customer with the request that they check whether everything now works. This process is repeated until all the irregularities in the configuration are corrected and the system corresponds to the customer’s wishes and requests as much as technically possible. This part of the test phase is also called the initial delta test phase. If this is successful, end-to-end testing can start. This tests whether the billing from the Concur System is recorded correctly in the SAP system and whether the transfer takes place without errors.

Figure 2: Test phase of an implementation process

After the entire system has been tested and the feedback examined and adjusted, the last testing step is taken. For this, the Expense System configuration from Concur without interfaces is accepted by the customer and by us.

This means the system is ready for the next exciting phase!

Stay tuned!

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